Query by Form

Query by Form

Query by Form (QBF)


This is a key report for Visit/Encounter Level information. It includes the Insurance Payments and Adjustments and Patient Payments posted on the original Charge. All transactions are reported under the PRIMARY insurance that was on the Claim when the Charge was posted.


The QBF report has multiple filters making it a very versatile report. Most of the filters have the option to select ranges.


AlertThis report is not meant to balance to the Period End Report.

QBF FAQs

  • Charge Post date or Service date?: This report always runs Charges with associated payments and adjustments no matter which date type is chosen.
  • The Charges will balance to other financial reports that are run by the same criteria.
  • The payments and adjustments on other financial reports will not balance to this report.
  • Example 1: The QBF Report by Post Date for May
  • Posted Date From: 05/01/22
  • Posted Date To: 05/31/22
  • Results:
  • Charges posted in May
  • Payments and adjustments posted in any month for Charges posted in May.
  • Example 2: The QBF Report by Service Date for May
  • Date of Service From: 05/01/22
  • Date of Service To: 05/31/22
  • Results:
  • Charges with a Date of Service in May
  • Payments and adjustments posted in any month for Charges with a DOS in May.
  • Other Financial reports show Charges posted in the Post Date range and Payments posted in the same range which might not be related to the reported Charges at all.
  • Example: Practice Analysis Report by Posted Date for May.
  • Posted Date From: 05/01/22
  • Posted Date To: 05/31/22
  • Results:
  • Charges posted in May
  • Payments and adjustments posted in May with no relationship to the Charges


Filters

  • A Date Range must be specified.
  • If any of the filter fields are left blank, the Report will report all in that category, such as, all Facilities, Billing/Rendering Providers, Insurances, etc.
  • You can Include/Exclude and use Ranges in the filter fields.


Additional Filters

  • Non-Billable Procedures: The Default is Exclude.
  • Include the Following Fields: Choose the columns to include on the report output.
  • Include Incomplete Encounters: Incomplete Encounters are not included by default, but can be chosen to be included.
  • Include Reversed Encounters: Reversed Encounters are included by default. Uncheck the box if you do not want to include them.
  • Include Collections is not included by default. Select the check box to include.
  • Total By: Choose how you want the report to Total. Leave as "Nothing" if you do not want it Totaled by any of the fields on the dropdown list.
  • Sub Total By: Choose how you want the report to group and subtotal the data before the final Total. Leave as "Nothing" if you do not want any subtotals. Selecting a Sub Total By field will display a subtotal for each group based on the selected value.
  • Order By: Determines how the Report is sorted. This can only be selected if Total By is set to "Nothing".


Payments Posted From and To

You can define the Payments Posted Dates to include Payments posted for a specific time period.


Example 1:

  • Charges Posted for 01/01/22 to 03/01/22
  • Payments Posted for 01/01/22 to 07/31/22
  • Results
  • Charges: $72,384.59
  • Payments: $9,684.63

Example 2:

  • Charges Posted for 01/01/22 to 03/01/22
  • Payments Posted Date left blank: Payments posted on any date
  • Results
  • Charges: $72,384.59
  • Payments: $34,533.94


Example 1 Screenshot




Example 2 Screenshot




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